Sr Plan Manager

Voya Financial, Inc.; Massachusetts; Hybrid; USD 63,000 - 106,000; Full time

Benefits offered by this job

Health, dental, vision and life保险

401(k) Savings plan with generous %

Tuition reimbursement

Paid time off and holidays

Job summary

Voya Financial, Inc. is seeking a Plan Manager to support large retirement plan sponsors in a client-facing role.

You will build relationships, deliver superior service, and drive client satisfaction across multiple teams to resolve complex issues and support long-term success for clients and participants. In this fast-paced financial services environment, you will collaborate with money in/out, technical services, operations, and recordkeeping to ensure plan alignment and service excellence.

Qualifications

• 5+ years of experience in the financial services industry.
• Demonstrated customer service experience and relationship management skills.
• Experience managing complex, sensitive, or at-risk client relationships.

Responsibilities

• Serve as the primary contact for assigned retirement plans, including larger and more complex client relationships.
• Manage complex and sensitive client service issues and provide timely, effective resolution.
• Build and maintain strong relationships with plan sponsors, participants, distribution partners, and TPAs.
• Resolve service and communication concerns through collaboration with internal teams, including money in, money out, technical services, operations, and recordkeeping.
• Partner with sales, recordkeeping, and operations teams to ensure plan alignment and client satisfaction.
• Identify opportunities to retain business and strengthen client relationships.
• Promote applicable products, services, and automation solutions based on client needs and plan assets.
• Contribute to process improvement initiatives and product enhancement efforts.
• Support the onboarding, training, and mentoring of new team members.
• Perform other duties as assigned.

Skills

Relationship management

Customer service

Communication

Financial services knowledge

Education

Bachelor's degree in Business Administration or related field

Job description

Together we fight for everyone’s opportunity for a better financial future. We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone’s access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future. We know that reaching this future depends on our actions today. Like our Purpose Statement, Voya believes in being bold and committed to action. We are committed to a work environment where the differences that we are born with — and those we acquire throughout our life — are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully bringing our differences together to positively influence our culture, serve our clients and enrich our communities is essential to our vision. Are you ready to join a company with a strong purpose and a winning culture?

Get to Know the Opportunity:

As a Plan Manager, you will play a key role in supporting some of our largest and most complex retirement plan sponsors. In this client‑facing position, you will build and strengthen relationships, deliver exceptional service, and help drive client satisfaction and retention. You will collaborate across multiple business areas to resolve complex issues, improve processes, and support the long‑term success of our clients and their participants. This is an excellent opportunity for a customer‑focused professional who thrives in a fast‑paced financial services environment.

The Contributions You'll Make:

• Serve as the primary contact for assigned retirement plans, including larger and more complex client relationships.
• Manage complex and sensitive client service issues and provide timely, effective resolution.
• Build and maintain strong relationships with plan sponsors, participants, distribution partners, and third‑party administrators (TPAs).
• Resolve service and communication concerns through collaboration with internal teams, including money in, money out, technical services, operations, and recordkeeping.
• Partner with sales, recordkeeping, and operations teams to ensure plan alignment and client satisfaction.
• Identify opportunities to retain business and strengthen client relationships.
• Promote applicable products, services, and automation solutions based on client needs and plan assets.
• Contribute to process improvement initiatives and product enhancement efforts.
• Support the onboarding, training, and mentoring of new team members.
• Perform other duties as assigned.

Minimum Knowledge & Experience:

• High School Diploma or GED.
• 5+ years of experience in the financial services industry.
• Demonstrated customer service experience and relationship management skills.
• Experience managing complex, sensitive, or at‑risk client relationships.
• Strong verbal and written communication skills.
• Ability to collaborate effectively across multiple functions and teams.

Preferred Knowledge & Experience:

• Bachelor's degree in Business Administration or a related field, or equivalent combination of education and experience.
• Experience managing corporate retirement plans.
• Knowledge of retirement plan administration and recordkeeping operations.

#LI‑VP1 Compensation Pay Disclosure:

Voya is committed to pay that’s fair and equitable, which means comparable pay for comparable roles and responsibilities. The below annual base salary range reflects the expected hiring range(s) for this position in the location(s) listed. In addition to base salary, Voya offers incentive opportunities (i.e., annual cash incentives, sales incentives, and/or long‑term incentives) based on the role to reward the achievement of annual performance objectives. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Voya Financial is willing to pay at the time of this posting. Actual compensation offered may vary from the posted salary range based upon the candidate’s geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Salaries for part‑time roles will be prorated based upon the agreed upon number of hours to be regularly worked.

$63,470 - $105,800 USD

Be Well. Stay Well.

Voya provides the resources that can make a difference in your lives. To us, this means thriving physically, financially, socially and emotionally. Voya benefits are designed to help you do just that. That’s why we offer an array of plans, programs, tools and resources with one goal in mind: To help you and your family be well and stay well.

What We Offer

• Health, dental, vision and life insurance plans
• 401(k) Savings plan – with generous company matching contributions (up to 6%)
• Voya Retirement Plan – employer paid cash balance retirement plan (4%)
• Tuition reimbursement up to $5,250/year
• Paid time off – including 20 days paid time off, nine paid company holidays and a flexible Diversity Celebration Day.
• Paid volunteer time — 40 hours per calendar year

Critical Skills At Voya, we have identified the following critical skills which are key to success in our culture:

• Customer Focused: Passionate drive to delight our customers and offer unique solutions that deliver on their expectations.
• Critical Thinking: Thoughtful process of analyzing data and problem solving data to reach a well‑reasoned solution.
• Team Mentality: Partnering effectively to drive our culture and execute on our common goals.
• Business Acumen: Appreciation and understanding of the financial services industry in order to make sound business decisions.
• Learning Agility: Openness to new ways of thinking and acquiring new skills to retain a competitive advantage.

Equal Employment Opportunity

Voya Financial is an equal‑opportunity employer. Voya Financial provides equal opportunity to qualified individuals regardless of race, color, sex, national origin, citizenship status, religion, age, disability, veteran status, creed, marital status, sexual orientation, gender identity, genetic information, or any other status protected by state or local law.

Reasonable Accommodations

Voya is committed to the inclusion of all qualified individuals. As part of this commitment, Voya will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please reference resources for applicants with disabilities.

Misuse of Voya's name in fraud schemes

Voya Financial, Inc., is a leading retirement, employee benefits and investment management company. Voya’s services and solutions help clear the path to financial confidence and a more fulfilling life for individual, workplace and institutional clients, supporting more than 18 million customer relationships.

Certified as a “Great Place to Work” by the Great Place to Work® Institute, Voya fosters a culture that values customer centricity, integrity, accountability, agility and inclusivity.

Together with customers and partners, Voya employees fight for everyone's opportunity for a better financial future. For more information visit https://www.voya.com/ Voya’s values serve as our compass, bringing together our culture, performance, brand, vision, strategy and corporate responsibility activities. Our values guide our decision‑making and behaviors allowing us to deliver worth to our customers, distribution partners, shareholders and each other. With a lens on balance, health & welfare, our work environment offers flexibility. The majority of our roles have adopted a hybrid schedule — working some days in the office and some days remotely, providing flexibility for work‑life balance and still allowing the benefit of in‑person collaboration. Some functions will continue to be 100% on‑site and others may be fully remote, depending on business needs.

We care We do the right thing We have customer passion We have a winning spirit We are the We Certified by the Great Place to Work® Institute as a Great Place to Work® for the 10th consecutive year, Voya is equally committed to conducting business in a way that is socially, environmentally, economically and ethically responsible. Voya’s culture is proudly recognized by multiple organizations. See a full listing of our awards and recognition.